While required distributions can be taken in the form of a transfer of stocks, bonds, funds, or other assets from an IRA (called an in-kind distribution), most people will receive the RMD in the form ...

Converting money from a tax-deferred retirement account to a Roth IRA can cause Medicare premiums for Part B and Part D to ...

I have had a Roth IRA and a Traditional IRA for well over five years and want to start converting the traditional IRA to the ...

Preparing your taxes can be tense, time-consuming, and even overwhelming. Tax day 2025 is Tuesday, April 15. While you’re digging out documents and tackling your tax return, now is also a good ...

A special example of pro rata in action is when you perform a Roth IRA conversion. If you're ineligible for a tax deduction for traditional IRA contributions and your income exceeds the limit for ...

Arizona Attorney General Kris Mayes joined Outspoken with Bruce & Gaydos with guest host Barry Markson to discuss how the state continues to combat disruptions to citizens’ Social Security ...

Perfect for high earners aged 35-55, this strategy pairs beautifully with Roth conversions to slash your tax burden. From tech moguls to savvy couples, they dive into real-life examples, revealing how ...

Elliott Appel, the founder of Kindness Financial Planning in Madison, Wisconsin, said at the start of the 2020 COVID-19 market shock, he proactively did Roth conversions for clients as well as ...

You may consider so-called Roth individual retirement account conversions amid the stock market dip, according to certified financial planner Judy Brown at SC&H Group in the Washington ...